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Vertex, Inc.

Customer Success & Services Internships

Posted 8 Days Ago
Remote
Hiring Remotely in USA
Internship
Remote
Hiring Remotely in USA
Internship
The internship involves assisting the PMO and Client Engagement Specialists with data analysis, reporting, and project coordination in a consulting environment.
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Job Description:

Location: Remote – United States 
Duration: 12 weeks - cohorts starting May 27 or June 9 (37.5 hours per week) 

About Us 
Vertex Inc. is a remote-first global organization that stands out for its commitment to innovation, collaborative culture, and focus on employee growth—our cutting-edge tax technology solutions power global commerce and creativity thrive. Join us to make a meaningful impact and advance your career in a supportive, dynamic workplace!  

1. Global Professional Services Intern

About the Internship:

This internship offers the opportunity to work directly with the Professional Services Project Management Office (PMO) and Client Engagement Specialists, assisting with research, data analysis, and reporting to support Vertex Consulting Practices. The selected intern will help develop management reports, standardize documentation, and coordinate data and feedback from consulting teams. This role is ideal for students who are organized, detail-oriented, and eager to gain hands-on experience in data-driven decision-making within a consulting environment.

Key Responsibilities:

  • Assist with testing new reports generated from Workday, Salesforce, and Power BI
  • Support data cleanup efforts in Salesforce by coordinating with Practice Leaders and Client Engagement Specialists
  • Review dashboard data and conduct research on industry benchmarks for consulting organizations
  • Help document and standardize processes related to reporting and data management

What We’re Looking For

  • Enrolled as a Junior or Senior undergraduate student, pursuing a degree in Business, Communications, Sales, Marketing, or a related field
  • Strong verbal and written communication skills
  • A positive and professional individual with a strong desire to learn and grow in business development and sales
  • A highly organized self-starter with exceptional attention to detail
  • Eager to learn and adapt to new software systems (training provided)
  • Strong multi-tasking and organizational skills, with the ability to thrive in a fast-paced environment
  • Experience with Workday, Salesforce, or LinkedIn Sales Navigator is a plus, but not required
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

This internship is a great opportunity for students looking to develop business development, data analysis, and project coordination skills in a dynamic, professional services environment. If you're a motivated self-starter with a desire to learn, we encourage you to apply!

 Other Qualifications 
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners. 

  • Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback. 

  • Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough. 

  • Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results. 

  • Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes. 

  • Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions. 

Application Process 
We welcome applications from all students excited about starting a career in Sales, Revenue Operations & Customer Success & Services. Our hiring process is designed to be fair and inclusive, ensuring equal opportunity for all applicants. After reviewing applications, selected candidates will be invited to a virtual interview with a recruiter, who will help align the candidate to the best-fit team. If you require any accommodations during the application or interview process, please let us know. We would be happy to assist. We look forward to learning more about you!  

Vertex, Inc. is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. 

Top Skills

Microsoft Office Suite
Power BI
Salesforce
Workday

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